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Blair Alan Carmichael

Advisors Asset Management, Inc.

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About Blair Alan Carmichael

Blair Carmichael is a financial professional with over a year of experience in the industry. Blair has a Series 7TO, Series 63 and SIE licenses. Currently, Blair is a registered representative with Advisors Asset Management, Inc. and is registered in Florida and North Carolina. Previously, Blair worked as a registered representative at CAUSEWAY SECURITIES LLC. Blair is currently located at the Boca Raton branch of Advisors Asset Management, Inc. and is working under their supervision.

Firm Information

Blair Carmichael is currently registered with Advisors Asset Management, Inc.. Advisors Asset Management, Inc. is a corporation formed in 2008 and headquartered in Monument, Colorado. The firm provides investment advisory services to individuals, businesses, and pooled investment vehicles. They specialize in portfolio management and serve a wide range of clients including individuals, corporations, investment companies, pension plans, and other investment advisors. The firm is registered with the SEC and in all 50 states and the District of Columbia. Their website and social media presence provide access to their services and resources.
Advisors Asset Management, Inc.

18925 BASE CAMP ROAD

MONUMENT, CO 80132

$3.85B

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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supervisor/evaluator to unit investment trusts

Supervisor/evaluator to unit investment trusts

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Blair Carmichael’s Registration & Firm History

FL

11/16/2023 - Present

Advisors Asset Management, Inc. (Boca Raton FL)

NJ

08/16/2022 - 10/18/2023

CAUSEWAY SECURITIES LLC (Princeton NJ)

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Licenses & Designations

BC

Issued 05/08/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/08/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Blair Alan Carmichael.
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